In this episode of FPA LIVE, we sit down with Dennis Moore, CFP®, CEO of the Financial Planning Association, and Robert Sofia, CEO of Snappy Kraken, to unveil an exciting new strategic partnership designed to transform one of FPA’s most visible public-facing programs: FPA PlannerSearch. They share how this redevelopment will go far beyond a directory refresh, turning FPA PlannerSearch into a dynamic engine that elevates public awareness of the value of financial planning while creating a powerful, modern lead-generation platform for FPA members. We explore the vision behind the collaboration, how marketing technology and strategy will fuel this evolution, and what members can expect as FPA PlannerSearch becomes a more robust tool for visibility and growth.

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